Financial analysis and consultation; Financial consultation in the field of financial information management; Financial consulting services, namely, expert analysis in finance; Financial management; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advisory and consultancy services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing investors with financial information; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial services, namely, investment fund transfer and transaction services

Educational services, namely, conducting classes and workshops in the field of financial planning, investments, asset management, cash management, charitable monetary giving, and charitable monetary giving through financial and estate planning and distribution of educational materials in connection therewith; Educational services, namely, providing on-line webinars and podcasts in the field of financial planning, investments, asset management, cash management, charitable monetary giving, and charitable monetary giving through financial and estate planning; Educational services, namely, providing online instruction in the field of financial planning, investments, asset management, cash management, charitable monetary giving, and charitable monetary giving through financial and estate planning; Educational services, namely, providing classes and workshops in the fields of financial planning, investments, asset management, cash management, charitable monetary giving, and charitable monetary giving through financial and estate planning